Financials
36 results found
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embed legend to invoice
Want to embed a legend inside the invoices so we do not have to add it manually each time.
1 vote -
1 vote
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Invoice template to choose if I actually want a "New Section" added or add a standard line item
Invoice template to choose if I actually want a "New Section" added or add a standard line item.
The old format let you select one date for both date of and date due.
The new format is impossible to see everything that will appear on the invoice until you save it.
1 vote -
Void Stamp on Voided Invoices
I would like it to say "Void" at the top of an invoice when voided, just like it says "Paid" when paid. That would surely help us decipher if just glancing at thumbnails when trying to attach documents to emails, or really just in general it would be nice for reference later.
9 votes -
Edit invoice layout
Add ability to edit invoice layout to better accommodate longer invoices and prevent payment options from being cut off.
11 votes -
Invoice DUE Date Added to Invoice Section of Financials Tab
On the financials tab under invoices, it only shows the invoiced date, which is partially helpful. The biggest need is to see the DUE DATE right on that section. This is a HUUUUUUUUUUUUUUGE need!
2 votes -
Custom Status for Invoices
Ability to set custom statuses for invoices
7 votes -
Invoices/Payments Reflecting Overpayment
Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.
28 votes -
Automation to convert financials once certain status is reached
The option to have financials automatically converted to an invoice via automation once contract signed or different status is reached,
5 votes -
Markup Slider on Invoices
Have the markup slider on invoices.
2 votes -
Voided Invoices zero out the total.
The ability to void an invoice and have the total reduce to zero from that action.
4 votes -
Progress invoicing
We often bill jobs based on a percent of work completed OR based on certain items being completed. If we have a $12,000 job, we will bill a $4k deposit, a 4k progress invoice and $4k on final. Alternatively, we might have 20,000 Sq. Ft. of work to do but it's being completed in phases. So we might bill out 60% of the work as a progress invoice and bill the remaining work upon completion.
It would also be extremely beneficial to allow change orders to be added as a new "section" on the estimate and allow this to flow…
12 votes -
Show Invoice Totals on Financials Tab
Allow the invoice section on the financials tab to be customized so that sum calculations can be added to the total, paid, and due columns
5 votes -
Split Payment Based on Dollar Amount
When entering an invoice and there is the split option on top, it allows only for percentages to be collected, not dollar amounts. Sometimes we collect the deductible up front which is a dollar amount. Or, we will collect an amount upon delivery of materials, but I have to calculate what that percentage is because we cannot put in a dollar amount
64 votes -
Overdue Invoices
It would be helpful if instead of days in status, once a due date passes it tells you how many days overdue the invoice is.
9 votes -
Warn About Unsaved Changes when editing invoices
Several times now I have backspaced while creating an invoice and lost all the items I had entered because it went back to the previous page. It would be nice if there was a warning asking if you want to leave the page with unsaved items.
16 votes
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